TritonPoint Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TritonPoint Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$273K	Sell	2,583 -240	-9%	-$26.2K	0.03%	247
2026 Q2	$293K	Hold	2,823	–	–	0.03%	238
2026 Q1	$273K	Buy	2,823 +20	+0.7%	+$2.07K	0.03%	229
2025 Q4	$290K	Buy	2,803 +143	+5%	+$14.6K	0.03%	222
2025 Q3	$264K	Sell	2,660 -420	-14%	-$41K	0.02%	306
2025 Q2	$289K	Sell	3,080 -696	-18%	-$61.1K	0.03%	288
2025 Q1	$332K	Hold	3,776	–	–	0.03%	262
2024 Q4	$350K	Sell	3,776 -492	-12%	-$47.4K	0.03%	251
2024 Q3	$413K	Buy	4,268 +691	+19%	+$63.2K	0.04%	230
2024 Q2	$310K	Sell	3,577 -1,021	-22%	-$88.7K	0.03%	252
2024 Q1	$287K	Buy	4,598 +1,220	+36%	+$105K	0.03%	264
2023 Q4	$287K	Buy	+3,378	New	+$262K	0.03%	271

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

TritonPoint Wealth's MOAT Position: Q3 2026 in Review

TritonPoint Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.5% in Q3 2026, selling an estimated $26.2K and leaving 2,583 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #247.

TritonPoint Wealth first reported a position in MOAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $413K in Q3 2024. 341 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

TritonPoint Wealth held 2,583 shares of VanEck Morningstar Wide Moat ETF worth $273K as of Q3 2026.
TritonPoint Wealth sold 240 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $26.2K.
VanEck Morningstar Wide Moat ETF made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #247 holding.
TritonPoint Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q3 2024.
341 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.